See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,716 | $226,064-52.8% | $182,532-41.5% | $152,861-30.2% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.4%+5.1pp |
| Annual return | 17.55% | 192.51%-175.0pp | 148.54%-131.0pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,783 | $4,978-44.1% | $4,076-31.7% | $4,762-41.6% |
| Participant deferral / active EE | $4,959 | $6,368-22.1% | $5,524-10.2% | $5,850-15.2% |
| Admin fee / account holder | $1,601 | $10,703-85.0% | $8,592-81.4% | $11,596-86.2% |